Mitsubishi UFJ Asset Management Co. Ltd. Buys 134,446 Shares of The Charles Schwab Corporation $SCHW

Mitsubishi UFJ Asset Management Co. Ltd. increased its position in shares of The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 3.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,565,663 shares of the financial services provider's stock after purchasing an additional 134,446 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.20% of Charles Schwab worth $362,164,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of SCHW. Piscataqua Savings Bank bought a new stake in shares of Charles Schwab during the 4th quarter worth approximately $26,000. GoalVest Advisory LLC bought a new position in Charles Schwab in the fourth quarter valued at approximately $28,000. Beacon Financial Strategies CORP acquired a new position in Charles Schwab during the fourth quarter valued at approximately $29,000. Optima Capital LLC acquired a new position in Charles Schwab during the fourth quarter valued at approximately $30,000. Finally, McIlrath & Eck LLC lifted its stake in Charles Schwab by 143.2% during the fourth quarter. McIlrath & Eck LLC now owns 321 shares of the financial services provider's stock worth $32,000 after purchasing an additional 189 shares during the last quarter. 84.38% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

SCHW has been the topic of several recent analyst reports. Citigroup reiterated a "market outperform" rating on shares of Charles Schwab in a research note on Monday, January 12th. TD Cowen restated a "buy" rating on shares of Charles Schwab in a report on Thursday, April 9th. Wolfe Research set a $120.00 price target on shares of Charles Schwab in a research report on Monday, January 12th. Truist Financial dropped their price objective on shares of Charles Schwab from $122.00 to $120.00 and set a "buy" rating on the stock in a research note on Wednesday, April 1st. Finally, Argus set a $108.00 target price on shares of Charles Schwab in a research report on Monday, April 20th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $114.00.

Insider Transactions at Charles Schwab

In other news, insider Nigel J. Murtagh sold 41,297 shares of the firm's stock in a transaction that occurred on Tuesday, April 14th. The shares were sold at an average price of $99.00, for a total transaction of $4,088,403.00. Following the completion of the sale, the insider owned 57,972 shares in the company, valued at $5,739,228. This trade represents a 41.60% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Christopher V. Dodds sold 11,825 shares of Charles Schwab stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $104.55, for a total transaction of $1,236,303.75. Following the completion of the sale, the director directly owned 449,406 shares in the company, valued at $46,985,397.30. This trade represents a 2.56% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 206,263 shares of company stock valued at $20,543,272. Corporate insiders own 6.30% of the company's stock.

Charles Schwab Stock Up 1.0%

SCHW stock opened at $92.40 on Wednesday. The stock has a market cap of $160.61 billion, a P/E ratio of 18.33, a P/E/G ratio of 0.72 and a beta of 0.80. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.52. The stock's fifty day simple moving average is $93.84 and its two-hundred day simple moving average is $96.22. The Charles Schwab Corporation has a 1-year low of $82.40 and a 1-year high of $107.50.

Charles Schwab (NYSE:SCHW - Get Free Report) last announced its earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.39 by $0.04. The firm had revenue of $6.48 billion during the quarter, compared to analyst estimates of $6.39 billion. Charles Schwab had a return on equity of 23.03% and a net margin of 37.99%.The business's revenue was up 15.8% compared to the same quarter last year. During the same period last year, the firm posted $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Analysts expect that The Charles Schwab Corporation will post 5.99 EPS for the current year.

Charles Schwab Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 22nd. Shareholders of record on Friday, May 8th will be given a $0.32 dividend. The ex-dividend date of this dividend is Friday, May 8th. This represents a $1.28 annualized dividend and a yield of 1.4%. Charles Schwab's payout ratio is currently 25.40%.

Charles Schwab News Summary

Here are the key news stories impacting Charles Schwab this week:

• Positive Sentiment: UBS raised its price target on SCHW to $385 (from $380) and reiterated a Buy, reinforcing a higher valuation outlook and supporting investor sentiment. UBS Boosts Charles Schwab (SCHW) Target to $385 on Positive Outlook
• Positive Sentiment: Schwab rolled out its first generative AI capability for retail clients to synthesize portfolio performance, market news and Schwab research—an engagement and product-differentiation move that could help client retention and AUM growth over time. Charles Schwab Launches AI-Powered Capability That Helps Investors Understand Portfolio Performance and Market Activity
• Neutral Sentiment: Schwab announced it will redeem all outstanding depositary shares of its 4.000% Series I perpetual preferred on June 1, 2026—a small cash outflow that tidies capital structure and eliminates the preferred dividend obligation. Impact on common equity is limited given the small size. Schwab Announces Redemption of All Outstanding Depositary Shares...
• Neutral Sentiment: Schwab’s Modern Wealth Survey finds only 27% of Americans own ETFs and ETFs make up just ~6% of average portfolios—an insight that highlights a long-term distribution opportunity for Schwab’s low-cost ETF lineup, but not an immediate revenue catalyst. 27% of Americans Own ETFs but Allocate Just 6%, Here’s Why That Costs Them Retirement Income
• Neutral Sentiment: Charles Schwab exec James Kostulias says retail bullishness is waning though confidence remains elevated—mixed sentiment that suggests demand could be uneven but not collapsing. Bullishness is waining but retail investor confidence still up, says Charles Schwab's James Kostulias
• Negative Sentiment: Schwab’s Trading Activity Index (STAX) dipped in April as retail clients reduced tech exposure—lower trading volumes and shifting asset mixes can pressure transaction and margin-related revenue near-term. Schwab Trading Activity Index drops in April as retail clients turn cautious

Charles Schwab Company Profile

Charles Schwab Corporation NYSE: SCHW is a diversified financial services firm that provides brokerage, banking, wealth management and advisory services to individual investors, independent investment advisors and institutional clients. Its primary offerings include retail brokerage accounts, online trading platforms, Schwab-branded mutual funds and exchange-traded funds (ETFs), retirement plan services, custodial services for independent Registered Investment Advisors (RIAs), and banking products through Charles Schwab Bank.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.